Book Image

Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey
Book Image

Salesforce CRM Admin Cookbook - Second Edition

By: Paul Goodey

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.
Table of Contents (16 chapters)
Title Page
About the Author
About the Reviewer
Customer Feedback

Setting up a user to be associated with an approval process

When building approval processes for records in Salesforce CRM, it is necessary to specify the users that are to approve the record at each step of the approval process. We can also restrict the approval process for specific users by setting an appropriate value on their user record.

To notify these users that an approval request has been assigned to them, an email is sent by the system. Here, you can specify that a record owner's manager is to be set as the approver for the record. To restrict the approval process for specific users you can specify that, say, only the sales team is to submit opportunity reviews.

In this recipe, we will edit a user record and set the value of the Manager field to an individual who will receive approval notification emails. We will also set the value of the Department field to Sales, which is used as one of the criteria that triggers the approval process.

The sales user setting is entered in the standard...